BSCU vs FINS
Invesco BulletShares 2030 Corporate Bond ETF vs Angel Oak Financial Strategies Income Term Trust
Which is better, BSCU or FINS?
FINS has been ahead.
FINS led over 1Y, 3Y, 5Y and the full window.
MarketXLS is not an investment adviser. This comparison is generated automatically from market data and is for information only. A Best mark means the better reading on that one measure, not a recommendation to buy.
Side-by-Side Comparison
| Metric | BSCU | FINS |
|---|---|---|
| Expense Ratio | 0.10% | - |
| AUM | $2.8B | $434M |
| Dividend Yield | 4.71% | 10.60% |
| Holdings | 901 | 242 |
| YTD Return | -0.80%Best | -2.43% |
| 1Y Return | -0.09% | +0.95%Best |
| 3Y Return (annualized) | +6.31% | +10.09%Best |
| 5Y Return (annualized) | +0.34% | +2.59%Best |
| Volatility (annualized) | 7.3%Best | 8.5% |
| Max Drawdown | -22.5%Best | -26.4% |
| $10,000 over 5 years | $10,171 | $11,364Best |
| Fund Family | Invesco (US) | Angel Oak Capital Advisors |
| Category | Fixed Income | Fixed Income |
| Inception | Sep 16, 2020 | May 29, 2019 |
Not shown on this pair: Top 10 Weight, Style.
Volatility and max drawdown are measured over the window both funds cover: Sep 17, 2020 to Oct 14, 2026 (6.1 years).
BSCU vs FINS growth
Month-end closes. Both lines start at 0% in the first month shown, so the gap between them is the difference in growth across that window. The full view covers the 6.1 years both funds cover.
BSCU vs FINS Performance
Invesco BulletShares 2030 Corporate Bond ETF (BSCU) is an ETF from Invesco (US) and Angel Oak Financial Strategies Income Term Trust (FINS) is an ETF from Angel Oak Capital Advisors. Over the past year BSCU returned -0.09% while FINS returned +0.95%. Year to date, BSCU is down 0.80% versus a loss of 2.43% for FINS.
Over three years, BSCU compounded at +6.31% per year against +10.09% for FINS; over five years the annualized figures are +0.34% and +2.59% respectively. Across the full 6-year window we track, FINS has the edge at +3.07% annualized vs +0.10%.
Past performance does not guarantee future results.
Risk: Volatility and Drawdowns
FINS has been the more volatile fund, with annualized monthly volatility of 8.5% compared with 7.3% for BSCU. Lower volatility generally means a smoother ride, though it often comes with lower long-run returns.
The deepest peak-to-trough decline in our data was -22.5% for BSCU and -26.4% for FINS. Drawdown depth is what each fund did in the worst stretch of the window measured above.
The two funds' monthly returns correlate at 0.47. They move together some of the time, and apart the rest.
Holdings Overlap
We hold position weights for 401 holdings in BSCU and 63 in FINS, totalling 87.6% and 37.4% of the two funds. The two books name no position in common, so there is no overlap percentage to show.
The two holdings books were reported 46 days apart, BSCU as of Sep 15, 2026 and FINS as of Jul 31, 2026, so some of the difference between them is the time between the two reports rather than the funds.
0 positions in common, counted across the 401 positions we hold weights for in BSCU and 63 in FINS, against full books of 901 and 242.
You are not choosing between two funds in isolation.
Whichever of BSCU and FINS you pick has to sit alongside everything else you own. Add the rest and see what the combination actually holds.
Free for up to 10 holdings. No account needed.
Frequently Asked Questions
Which performed better, BSCU or FINS?
Over the past year BSCU returned -0.09% vs +0.95% for FINS, so FINS leads on 1-year performance. Over the longest common window we track (6 years), BSCU annualized +0.10% vs +3.07% for FINS. Past performance does not guarantee future results. This is information, not a recommendation.
Which is riskier, BSCU or FINS?
FINS has been the more volatile fund at 8.5% annualized versus 7.3% for BSCU. Worst drawdown: BSCU -22.5% vs FINS -26.4%.
Should I hold both BSCU and FINS?
BSCU and FINS have a monthly-return correlation of 0.47, so their returns are far enough apart for the mix to behave differently from either one alone. This is information, not a recommendation.
Which pays a higher dividend, BSCU or FINS?
BSCU yields 4.71% while FINS yields 10.60%, so FINS currently pays the higher dividend yield.
Is FINS better than BSCU?
FINS led over 1Y, 3Y, 5Y and the full window. Which one suits a particular account depends on what it is for. This is information, not a recommendation.